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Special ReportsAP2: Nature as a cross-cutting financial factor
AP2 has embedded natural capital across its entire portfolio, using it to underpin its strategy for risk management, due diligence and engagement with investee companies
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NewsDanish pensions trio commit €300m to Nordic energy infrastructure
AP Pension, Lægernes Pension and PenSam stow SEK1.1bn apiece into SEB Nordic Energy fund
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NewsLACERS launches $1.4bn infrastructure manager searches
Pension fund plans to hire managers for an $800m passive infrastructure mandate
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NewsVesper Infrastructure raises €1bn for European mid-market fund
Debut European mid-market value-add infrastructure fund surpasses its €800m target
White papersOral GLP-1 Is Here. Have Credit Markets Caught Up?
The FDA’s approval of oral semaglutide removes the injection barrier and may reprice credit exposures built on an older adoption curve.
White papersEquity Market Outlook 1Q 2026
In the following collection of charts, we a) reaffirm our belief that supportive macroeconomic and capital-markets forces have the potential to drive further equity gains; b) address what we view as some of the more important risks to our thesis (including potential drawdowns that tend to accompany mid-term election years, as well as rising bond market volatility); and c) offer tactical portfolio guidance across various equity markets.
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NewsSwedish AP funds hit by exposure to Thames Water
AP1 wrote down indirect investment in troubled UK utility to zero in the first half, from €100m
White papers360°, H1 2026: Is this what it sounds like when doves cry?
Read our latest 360° fixed income report to learn more about our credit team’s outlook for macro, fundamental and technical forces.
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NewsAquilius raises $1.1bn for APAC real estate secondaries strategy
AIP SF II targets sectors such as logistics, life sciences, data centres, hospitality and living
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NewsNorthern LGPS and LPPI acquire £1.1bn portfolio in landmark UK housing deal
Local government pension schemes to invest £1bn to grow the portfolio over the next decade
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